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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,385 | $85,171+156.4% | $172,753+26.4% | $72,976+199.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.83% | 27.32%-22.5pp | 803.00%-798.2pp | 81.02%-76.2pp |
| Employer contribution / active EE | $12,367 | $3,324+272.0% | $5,144+140.4% | $2,440+406.8% |
| Participant deferral / active EE | $6,715 | $3,260+106.0% | $5,198+29.2% | $3,608+86.1% |
| Admin fee / account holder | $1,346 | $5,880-77.1% | $13,956-90.4% | $5,124-73.7% |